+350.4%
STX vs HBM
+103.9%
+246.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -7.5% | +4.9% | +1.0% |
| 7D | +8.0% | -3.7% | +11.7% | +9.9% |
| 30D | +5.1% | -3.7% | +8.8% | +6.3% |
| 3M | +5.8% | +8.0% | -2.3% | +0.4% |
| 6M | +124.9% | +15.8% | +109.2% | +103.3% |
| YTD | +213.9% | +34.4% | +179.5% | +163.4% |
| 1Y | +350.4% | +98.2% | +252.2% | +220.2% |
| All | +350.4% | +103.9% | +246.5% | +220.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HBM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling